Notes: The Bottleneck Heuristic — Blackwell's Gauntlet, the ASIC Breakout, and the Optical Chokepoint (Pt.2)
Blackwell’s packaging, cooling, NVL72, and on-chip SFU bottlenecks exposed NVDA’s gauntlet — while Google’s AVGO-designed TPUv7 shattered the ASIC skepticism and the optical chokepoint tightened into 2025’s defining constraint.